0001802490-21-000006.txt : 20211122 0001802490-21-000006.hdr.sgml : 20211122 20211122121658 ACCESSION NUMBER: 0001802490-21-000006 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211122 DATE AS OF CHANGE: 20211122 EFFECTIVENESS DATE: 20211122 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Wealth Planning, LLC CENTRAL INDEX KEY: 0001802490 IRS NUMBER: 204458937 STATE OF INCORPORATION: NV FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-19891 FILM NUMBER: 211431016 BUSINESS ADDRESS: STREET 1: 10599 DOUBLE R BLVD CITY: RENO STATE: NV ZIP: 89521 BUSINESS PHONE: 7757428742 MAIL ADDRESS: STREET 1: 10599 DOUBLE R BLVD CITY: RENO STATE: NV ZIP: 89521 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false true false 0001802490 XXXXXXXX 09-30-2021 09-30-2021 true 1 RESTATEMENT Legacy Wealth Planning, LLC

10599 DOUBLE R BLVD RENO NV 89521

13F HOLDINGS REPORT 028-19891 N Phillip Mahoney 775-850-2500 Phillip Mahoney Reno NV 11-22-2021 0 97 89248 INFORMATION TABLE 2 LPW13F3Q2021.xml 13F LWP ABBOTT LABS COM 002824100 221 1874 SH SOLE 0 0 1874 ADOBE INC COM 00724F101 294 510 SH SOLE 0 0 510 ALPHABET INC CAP STK CL C 02079K107 205 77 SH SOLE 0 0 77 ALPHABET INC CAP STK CL A 02079K305 267 100 SH SOLE 0 0 100 ALTRIA GROUP INC COM 02209S103 281 6169 SH SOLE 0 0 6169 AMAZON COM INC COM 023135106 1140 347 SH SOLE 0 0 347 APPLE INC COM 037833100 4763 33659 SH SOLE 0 0 33659 ARK ETF TR GENOMIC REV ETF 00214Q302 424 5677 SH SOLE 0 0 5677 ARK ETF TR INNOVATION ETF 00214Q104 1120 10135 SH SOLE 0 0 10135 AT&T INC COM 00206R102 850 31457 SH SOLE 0 0 31457 BK OF AMERICA CORP COM 060505104 730 17199 SH SOLE 0 0 17199 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1133 4153 SH SOLE 0 0 4153 BLACKROCK MUN INCOME TR SH BEN INT 09248F109 188 12703 SH SOLE 0 0 12703 BLACKSTONE GROUP INC COM 09260D107 277 2381 SH SOLE 0 0 2381 BOEING CO COM 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